Episode Three: Tax Strategy for Education Planning

CPAs & Advisors

David Jewell
David Jewell CPA Managing Principal CPAs & Advisors

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Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.

Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter professionals, where we go beyond the beans.

On episode three of Everyday Business, host David Jewell, tax partner in Kalamazoo, is joined by Kelly Brown, a tax manager in our Saginaw office. Listen in as David and Kelly discuss the tax code credits and deductions and how you can strategize around education expenses.

  • Review the American Opportunity Tax Credit and the Lifetime Learning Credit. (2:05)
  • Strategy for tax credits and how parents can shift tax breaks to their children. (6:22)
  • Review of college savings programs and their benefits. (9:12)

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The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice, or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

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